Transfer Agent Advisory Content

[12420] August 1, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 21-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 15-00 COMPLIANCE ADVISORY COMMITTEE No. 29-00 EQUITY MARKETS ADVISORY COMMITTEE No. 42-00 FIXED-INCOME ADVISORY COMMITTEE No. 5-00 INTERNATIONAL MEMBERS No. 12-00 INVESTMENT...

[12393] July 26, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 18-00 BROKER/DEALER ADVISORY COMMITTEE No. 15-00 OPERATIONS COMMITTEE No. 16-00 TAX COMMITTEE No. 31-00 TRANSFER AGENT ADVISORY COMMITTEE No. 34-00 RE: INSTITUTE COMMENTS ON REVISED FORM 1042-S FOR YEAR 2001 INFORMATION...

[12378] July 26, 2000 TO: TAX MEMBERS No. 21-00 ACCOUNTING/TREASURERS COMMITTEE No. 28-00 TRANSFER AGENT ADVISORY COMMITTEE No. 35-00 RE: ICI COMMENTS TO IRS ON QUALIFIED 5-YEAR GAIN RULES The Investment Company Institute has submitted the attached letter to the Internal Revenue...

[12305] July 19, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 17-00 BROKER/DEALER ASSOCIATE MEMBERS No. 9-00 COMPLIANCE ADVISORY COMMITTEE No. 26-00 INTERNATIONAL MEMBERS No. 11-00 SEC RULES MEMBERS No. 47-00 TRANSFER AGENT ADVISORY COMMITTEE No. 33-00 RE: FINCEN RELEASES MONEY...

[12273] July 18, 2000 TO: TAX COMMITTEE No. 30-00 TRANSFER AGENT ADVISORY COMMITTEE No. 32-00 RE: IRS REQUESTS COMMENTS ON REVISED FORM 1042-S FOR YEAR 2001 INFORMATION REPORTING The Internal Revenue Service has released a revised draft of Form 1042-S to be used by US withholding...

[12266] July 17, 2000 TO: BANK AND TRUST ADVISORY COMMITTEE No. 16-00 BROKER/DEALER ADVISORY COMMITTEE No. 14-00 OPERATIONS COMMITTEE No. 15-00 TAX COMMITTEE No. 29-00 TRANSFER AGENT ADVISORY COMMITTEE No. 31-00 RE: IRS RELEASES DRAFT OF REVISED FORM 1042-S FOR YEAR 2001 INFORMATION...

[12263] July 17, 2000 TO: OPERATIONS COMMITTEE No. 14-00 TRANSFER AGENT ADVISORY COMMITTEE No. 30-00 RE: TRANSFER OF RETIREMENT ASSETS SURVEY The Transfer Agent Advisory Committee recently formed a task force to assess current industry practices and procedures with respect to...

[12161] July 5, 2000 TO: TRANSFER AGENT ADVISORY COMMITTEE No. 28-00 RE: PRELIMINARY AGENDA FOR JULY 20, 2000 MEETING The next meeting of the Transfer Agent Advisory Committee will take place on Thursday, July 20, 2000 in the David Silver Conference Room (12th floor) of the Investment...

[12166] July 5, 2000 TO: PENSION MEMBERS No. 35-00 PENSION OPERATIONS ADVISORY COMMITTEE No. 45-00 TRANSFER AGENT ADVISORY COMMITTEE No. 29-00 RE: IRS PUBLISHES FORM REPRODUCTION GUIDANCE The Internal Revenue Service recently issued Revenue Procedure 2000-28, which sets forth the...

[12105] June 26, 2000 TO: ACCOUNTING/TREASURERS MEMBERS No. 16-00 CLOSED-END INVESTMENT COMPANY MEMBERS No. 13-00 COMPLIANCE ADVISORY COMMITTEE No. 23-00 EQUITY MARKETS ADVISORY COMMITTEE No. 38-00 FIXED-INCOME ADVISORY COMMITTEE No. 4-00 INTERNATIONAL MEMBERS No. 9-00 INVESTMENT...